BigSur Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

BigSur Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.92M	Hold	20,000	–	–	0.69%	41
2026 Q2	$2.85M	Hold	20,000	–	–	0.69%	41
2026 Q1	$2.42M	Hold	20,000	–	–	0.68%	44
2025 Q4	$2.58M	Hold	20,000	–	–	0.63%	48
2025 Q3	$2.52M	Hold	20,000	–	–	0.62%	46
2025 Q2	$2.32M	Hold	20,000	–	–	0.59%	47
2025 Q1	$2.05M	Hold	20,000	–	–	0.55%	52
2024 Q4	$2.21M	Hold	20,000	–	–	0.63%	43
2024 Q3	$2.18M	Hold	20,000	–	–	0.6%	49
2024 Q2	$2.08M	Hold	20,000	–	–	0.64%	45
2024 Q1	$2.02M	Hold	20,000	–	–	0.63%	43
2023 Q4	$1.82M	Hold	20,000	–	–	0.87%	30
2023 Q3	$1.63M	Hold	20,000	–	–	0.82%	34
2023 Q2	$1.68M	Sell	20,000 -20,000	-50%	-$1.59M	0.8%	35
2023 Q1	$3.12M	Hold	40,000	–	–	1.46%	15
2022 Q4	$2.87M	Hold	40,000	–	–	1.38%	16
2022 Q3	$2.68M	Hold	40,000	–	–	1.35%	21
2022 Q2	$2.88M	Hold	40,000	–	–	1.35%	20
2022 Q1	$3.46M	Hold	40,000	–	–	1.35%	18
2021 Q4	$3.72M	Hold	40,000	–	–	1.45%	19
2021 Q3	$3.33M	Hold	40,000	–	–	1.49%	17
2021 Q2	$3.31M	Hold	40,000	–	–	1.5%	18
2021 Q1	$3.05M	Hold	40,000	–	–	1.57%	15
2020 Q4	$2.86M	Hold	40,000	–	–	1.62%	13
2020 Q3	$2.56M	Hold	40,000	–	–	1.63%	11
2020 Q2	$2.36M	Buy	+40,000	New	+$2.22M	1.69%	12

Other funds holding DSI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BigSur Wealth Management's DSI Position: Q3 2026 in Review

BigSur Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 20,000 shares worth $2.92M. The position accounts for 0.69% of the portfolio, ranked #41.

BigSur Wealth Management first reported a position in DSI in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.72M in Q4 2021. 49 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

BigSur Wealth Management held 20,000 shares of iShares MSCI KLD 400 Social ETF worth $2.92M as of Q3 2026.
BigSur Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.69% of BigSur Wealth Management's portfolio in Q3 2026, its #41 holding.
BigSur Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and has held it in 26 quarters since.
BigSur Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $3.72M in Q4 2021.
49 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.